Web & Cloud Candidates
Update
Web & Cloud Candidates
Web & Cloud Candidates — March 31, 2026
Overview
The web/cloud bifurcation persists but the monsters cooled this week. DOCN pulled back -6.6% 7D but still +14.5% above SMA20 and strong-up — the monster thesis is intact. FSLY -9.1% 7D but still +12.8% above SMA20 and strong-up. CFLT held at RSI 72.4 — still the most overbought name in web/cloud. AKAM pulled back -4.3% 7D from its monster run, RSI 59.7. NET continued to deteriorate: -11% 7D, RSI 51, fell from up to a death cross situation. On the broken side: SNOW, ZS, MDB all continued lower, DDOG lost its only positive signal.
Candidates
| Ticker | Price | RSI | Trend | 7D | 30D | Signal | Take |
|---|---|---|---|---|---|---|---|
| CFLT | $30.99 | 72.4 | strong-up | +0.9% | +0.9% | GC | Confluent RSI 72 — extremely overbought but in trend. Hold if long. |
| DOCN | $84.22 | 63.3 | strong-up | -6.6% | +44.6% | GC | DigitalOcean monster. +14.5% above SMA20. Pulling back but intact. |
| FSLY | $28.21 | 63.5 | strong-up | -9.1% | +33.3% | GC | Fastly parabolic cooling. +12.8% above SMA20. Still in trend. |
| AKAM | $114.19 | 59.7 | strong-up | -4.3% | +17.0% | GC | Akamai CDN cooling from RSI 68. +5.0% above SMA20. Strong-up intact. |
| NET | $204.56 | 51.1 | up | -11.0% | +13.0% | DC | Cloudflare pulled back hard. Death cross now. +4.5% vs SMA20 barely. Watch $200. |
| DDOG | $118.11 | 45.2 | strong-down | -7.1% | +6.3% | DC | Lost positive signal — strong-down + death cross. No longer safe harbor. |
| MDB | $243.16 | 35.3 | down | -9.7% | -25.2% | GC | MongoDB approaching capitulation. -6.2% vs SMA20. Golden cross still intact. |
| SNOW | $151.60 | 34.4 | strong-down | -7.6% | -11.0% | DC | Deeply broken. -10.9% vs SMA20. Death cross. Avoid. |
| ZS | $140.15 | 37.3 | strong-down | -4.4% | -5.7% | DC | Zscaler structural breakdown. -7.1% vs SMA20. Death cross. Avoid. |
Action Items
- DOCN: Monster pullback — the -6.6% 7D is within normal trend. +14.5% above SMA20 is comfortable. Wait for RSI 55 to add.
- FSLY: -9.1% 7D but +12.8% above SMA20. Take profits if long. Parabolic runs mean volatile pullbacks.
- CFLT: RSI 72.4 is extreme. Hold if long. Don't initiate. The moment trend weakens, exit quickly.
- AKAM: Cooling from breakout. RSI 59.7 is healthy but -4.3% 7D suggests caution. Strong-up intact.
- NET: Death cross is a new development. The -11% 7D is significant. $200-205 is the critical zone. Below $200 re-tests the moving averages.
- MDB: RSI 35 with golden cross is the most interesting contrarian setup. -25% 30D says no floor yet.
- DDOG: No longer the safe harbor. Exit or reduce on bounces.
- ZS/SNOW: Avoid completely.
Key Changes vs 03/26
| Ticker | Price 03/26 | Price 03/31 | Move | Note |
|---|---|---|---|---|
| DOCN | $85.60 | $84.22 | -1.6% | Monster cooling. -6.6% 7D. Strong-up intact. |
| FSLY | $28.59 | $28.21 | -1.3% | -9.1% 7D. Parabolic cooling. Strong-up intact. |
| CFLT | $30.99 | $30.99 | 0.0% | RSI 72.8 → 72.4. No change. Overbought holding. |
| AKAM | $117.25 | $114.19 | -2.6% | RSI cooled from 68.6 → 59.7. Healthy. |
| NET | $210.05 | $204.56 | -2.6% | Death cross triggered. -11% 7D. $200 support critical. |
| DDOG | $124.30 | $118.11 | -5.0% | Lost only SaaS positive signal. Now strong-down + DC. |
| MDB | $241.28 | $243.16 | +0.8% | Slight bounce. Still approaching capitulation. |
| SNOW | $162.31 | $151.60 | -6.6% | Continued collapse. |
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